Revenue Operations Manager

Accountabilities

• Revenue systems ownership: Administer, maintain, and continuously improve HubSpot CRM, including objects, properties, pipelines, workflows, automations, permissions, validation rules, and reporting.

• CRM architecture and data governance: Establish scalable CRM standards covering naming conventions, property design, object associations, required fields, lifecycle stages, data quality, and duplicate record management.

• System administration and support: Manage user access, permissions, provisioning, and system governance. Monitor system health, troubleshoot issues, and coordinate resolutions with vendors and technical partners.

• Customer lifecycle optimization: Design and improve lead routing, pipeline stages, lifecycle definitions, customer handoffs, and data governance processes to create a consistent and efficient customer journey.

• Workflow automation and integrations: Build automations that reduce manual work and improve operational consistency. Manage integrations and data flows between HubSpot, Five9, Front, and other business systems.

• Reporting and business intelligence: Develop and maintain dashboards that provide visibility into pipeline performance, conversion rates, retention, productivity, and customer activity.

• Forecasting and operational planning: Support forecasting, business planning, territory analysis, customer segmentation, capacity planning, and compensation analysis through reliable data and reporting.

• Data-driven decision-making: Partner with functional leaders to define key performance indicators, improve data confidence, identify emerging trends and risks, and translate analytical findings into actionable recommendations.

• Cross-functional requirements gathering: Work with stakeholders to understand business needs, evaluate potential solutions, and recommend approaches that balance business impact, technical feasibility, and operational effort.

• Change management and implementation: Plan, test, document, and launch system updates with clear communication and appropriate change-management support. Monitor adoption and outcomes, then refine solutions based on user feedback and business performance.

• Documentation and training: Create and maintain process documentation, system guides, and training materials that help teams adopt consistent workflows and use systems effectively.

• Continuous improvement: Identify friction across revenue operations, build trusted relationships with stakeholders, and deliver scalable improvements that support the new business unit and the wider revenue organization.

Requirements

• Professional experience: At least 5 years of experience in Revenue Operations, CRM administration, Business Systems, Sales Operations, or a related field.

• HubSpot expertise: Strong hands-on experience administering HubSpot CRM in a growing or complex organization.

• CRM systems and automation: Demonstrated experience designing and managing CRM workflows, automations, integrations, user permissions, reporting, and data governance practices.

• Analytical and troubleshooting skills: Strong ability to investigate system issues, analyze data, identify process inefficiencies, and develop practical solutions.

• Project and change management: Experience gathering business requirements, testing system changes, managing releases, documenting technical processes, and supporting implementation and adoption.

• Reporting and spreadsheet proficiency: Strong spreadsheet and reporting skills, including the ability to transform incomplete or inconsistent data into clear, actionable insights.

• Technical communication: Excellent written and verbal communication skills, with the ability to explain technical concepts and system changes to non-technical stakeholders.

• Collaboration and influence: Ability to build productive relationships across teams, influence stakeholders without relying on formal authority, and work effectively in a collaborative environment.

• Attention to detail: High standards for data quality, accuracy, documentation, and system reliability.

• Practical mindset: A proactive, solutions-oriented approach, with a willingness to take ownership, move quickly, and build processes where established structures may not yet exist.

Nice-to-have qualifications:

• Knowledge of or experience in the insurance industry.

• Experience supporting Five9, Front, Confluence, and Jira.

• HubSpot Administrator certification or equivalent practical experience.

• Familiarity with SQL, data modeling, APIs, webhooks, JSON, or workflow automation.

• Experience with business intelligence platforms such as Looker, Tableau, or Power BI.

• Experience in CRM release management, integration monitoring, or business systems support.

Benefits

• Competitive compensation: Total target cash compensation of CAD $110,000–$150,000, depending on experience.

• Generous paid time off: 20 vacation days.

• Comprehensive benefits: A comprehensive benefits plan with premiums fully paid by the employer.

• Professional development: Dedicated learning and development budget, ongoing feedback, and performance reviews twice a year to support career growth.

• AI tools budget: Dedicated budget for AI tools to support productivity and innovation.

• Remote-first flexibility: Option to work from home or from a Toronto-based office.

• Team connection: Company-funded, in-person team gatherings twice a year, with travel costs covered for these events.

• Stock options: Opportunity to access stock options based on performance.

• Collaborative culture: Join a high-performing, low-ego team focused on innovation, teamwork, and improving the customer experience.

• Meaningful business impact: Help build the operational foundation of a growing insurance business and contribute to making insurance more accessible and straightforward for customers.